Making a living in agriculture has never been more challenging. Profit margins are thinner than ever, and today many members of the younger generation do not wish to take up the torch of owning and operating the family farm. Because most farmers own multiple farms, when the time comes to retire your biggest concern may be determining the most advantageous way to get all your money out of your properties. Another key concern is ensuring you are getting specialized tax advice.
We understand your issues and the complex agricultural tax rules that affect you. We will work in concert with your tax and legal advisors, or can introduce you to trusted professionals. In addition, we track the trends that drive your industry. Most importantly, we have specialized strategies to help you maximize your financial success while minimizing the emotional stress of running and transferring ownership of your agricultural operation.
Earning trust through sound processes, strategies and services
Before advising you we will get to know you, your family and your business, as well as your needs, goals, financial situation, time horizon, fears, and liabilities. Once we understand your circumstances, our team can help you to structure a business and investment plan based on the size of your operation, your estimated production, quotas and growth objectives.
Our targeted conversations can provide guidance to:
- Help you invest your surplus cash reserves or the proceeds of your farm sale.
- Invest in proven, well-capitalized businesses with sound management teams.